Northern Financial: Business Investment Planning

Grow your business and plan your future.

Your partner for business investments.

Through our relationship with Osaic Institutions, Inc. Northern Financial*, located at Northern Bank, we specialize in helping entrepreneurs and business owners with their investment needs. Whether you have extra cash to invest, want to explore a 401(k) plan for your employees or are thinking about how to pass on what you've built to the next generation, Northern Financial is here to help.


Build on
Your Success

From real estate developers who've just exited a project to business owners who continue to have a successful run, our team has experience working with entrepreneurs like you, who want to keep reinvesting their extra cash and building on their business.


Explore a 401 (K) Plan
for Your Employees

For too long employee investment plans haven't made sense for small or medium businesses. Northern Financial has partnered with innovative plan providers focused on serving the needs of businesses like yours. We'll help you find a plan that has the costs, benefits, and business impact that works for you.


Create a Retirement
or Succession Plan

Whether you want to put a solid retirement plan in place to build that next egg or a business succession plan, so you can seamlessly pass on what you've built to your heirs, we'll work with you to find the best solution.


Let's Connect

David Hanafin

Head of Wealth Management, VP

Financial Advisor

Osaic Institutions, Inc.

Phone: 781-937-5411


*Investment products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Northern Financial is a trade name of Northern Bank & Trust Company. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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